Chilton Investment Company’s Bristol-Myers Squibb BMY Stock Holding History

Chilton Investment Company’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$459K	Sell	7,562 -2,000	-21%	-$117K	0.01%	207
2025 Q4	$516K	Hold	9,562	–	–	0.01%	199
2025 Q3	$431K	Sell	9,562 -90	-0.9%	-$4.2K	0.01%	210
2025 Q2	$447K	Sell	9,652 -3,229	-25%	-$159K	0.01%	161
2025 Q1	$786K	Buy	12,881 +3,250	+34%	+$189K	0.02%	123
2024 Q4	$545K	Hold	9,631	–	–	0.01%	133
2024 Q3	$498K	Hold	9,631	–	–	0.01%	142
2024 Q2	$400K	Hold	9,631	–	–	0.01%	140
2024 Q1	$522K	Hold	9,631	–	–	0.01%	136
2023 Q4	$494K	Sell	9,631 -2	-0%	-$105	0.01%	123
2023 Q3	$559K	Sell	9,633 -1,098	-10%	-$67.3K	0.02%	116
2023 Q2	$686K	Buy	10,731 +1,375	+15%	+$92.2K	0.02%	111
2023 Q1	$648K	Buy	9,356 +200	+2%	+$14.1K	0.02%	105
2022 Q4	$659K	Hold	9,156	–	–	0.02%	99
2022 Q3	$651K	Hold	9,156	–	–	0.02%	104
2022 Q2	$705K	Buy	9,156 +2,000	+28%	+$152K	0.02%	108
2022 Q1	$523K	Hold	7,156	–	–	0.01%	105
2021 Q4	$446K	Sell	7,156 -1,100	-13%	-$64.5K	0.01%	128
2021 Q3	$489K	Buy	8,256 +1,100	+15%	+$72.4K	0.01%	126
2021 Q2	$478K	Hold	7,156	–	–	0.01%	115
2021 Q1	$452K	Sell	7,156 -3,000	-30%	-$187K	0.01%	123
2020 Q4	$630K	Buy	10,156 +3,000	+42%	+$184K	0.02%	96
2020 Q3	$431K	Sell	7,156 -3,799	-35%	-$229K	0.01%	116
2020 Q2	$644K	Buy	10,955 +3,799	+53%	+$227K	0.02%	100
2020 Q1	$399K	Buy	+7,156	New	+$437K	0.02%	95
2019 Q3	–	Sell	-6,157	Closed	-$279K	–	129
2019 Q2	$279K	Buy	6,157 +1,000	+19%	+$46.6K	0.01%	102
2019 Q1	$246K	Hold	5,157	–	–	0.01%	113
2018 Q4	$268K	Sell	5,157 -167	-3%	-$8.97K	0.01%	120
2018 Q3	$331K	Buy	5,324 +167	+3%	+$9.91K	0.01%	118
2018 Q2	$285K	Hold	5,157	–	–	0.01%	119
2018 Q1	$326K	Hold	5,157	–	–	0.01%	122
2017 Q4	$316K	Hold	5,157	–	–	0.01%	112
2017 Q3	$329K	Sell	5,157 -126	-2%	-$7.36K	0.01%	117
2017 Q2	$294K	Buy	5,283 +26	+0.5%	+$1.42K	0.01%	122
2017 Q1	$286K	Sell	5,257 -1,562	-23%	-$85.7K	0.01%	120
2016 Q4	$399K	Sell	6,819 -478,903	-99%	-$26.2M	0.02%	107
2016 Q3	$26.2M	Buy	485,722 +467,438	+2,557%	+$30M	1.02%	28
2016 Q2	$1.34M	Hold	18,284	–	–	0.05%	88
2016 Q1	$1.17M	Sell	18,284 -78	-0.4%	-$4.92K	0.04%	85
2015 Q4	$1.26M	Sell	18,362 -1,896	-9%	-$125K	0.04%	90
2015 Q3	$1.2M	Hold	20,258	–	–	0.04%	114
2015 Q2	$1.35M	Sell	20,258 -338,153	-94%	-$22.3M	0.05%	104
2015 Q1	$23.1M	Buy	358,411 +349,857	+4,090%	+$21.9M	0.82%	37
2014 Q4	$505K	Buy	8,554 +2,725	+47%	+$154K	0.02%	138
2014 Q3	$298K	Buy	5,829 +500	+9%	+$25K	0.01%	158
2014 Q2	$259K	Sell	5,329 -500	-9%	-$24.6K	0.01%	111
2014 Q1	$303K	Hold	5,829	–	–	0.01%	147
2013 Q4	$310K	Hold	5,829	–	–	0.01%	149
2013 Q3	$270K	Buy	5,829 +500	+9%	+$21.9K	0.01%	134
2013 Q2	$238K	Buy	+5,329	New	+$231K	0.01%	133

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chilton Investment Company's BMY Position: Q1 2026 in Review

Chilton Investment Company reduced its Bristol-Myers Squibb (BMY) stake by 21% in Q1 2026, selling an estimated $117K and leaving 7,562 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #207.

Chilton Investment Company first reported a position in BMY in Q2 2013 and has held it in 50 quarters since. The position peaked at $26.2M in Q3 2016. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Chilton Investment Company held 7,562 shares of Bristol-Myers Squibb worth $459K as of Q1 2026.
Chilton Investment Company sold 2,000 Bristol-Myers Squibb shares in Q1 2026, an estimated $117K.
Bristol-Myers Squibb made up 0.01% of Chilton Investment Company's portfolio in Q1 2026, its #207 holding.
Chilton Investment Company first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 50 quarters since.
Chilton Investment Company's Bristol-Myers Squibb position peaked at $26.2M in Q3 2016.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.